Environment Management: Backup and Copy

UG Expert Kylie Kiser presents a high-level overview of options to create manual backups and restore a backup from the system or manual copying, as well as touches on the reset for your environment.

Key Takeaways

  • Environment settings: First, navigate to the Power Platform Admin Center and select your environment. Kylie reviews a few settings that are important here, which she also discussed in her session at Community Summit, where she provided 60 Power Platform tips.
  • Backup and restore: Clicking reset sets the environment back to its original state. Clicking copy will copy the environment over to another environment. The backup and restore option enables users to create a new manual backup, restore, or manage. Manual backups capture the environment’s current state. A restore can recover records or roll back changes after a release or data operation.
  • Considerations: Something to keep in mind is that if the environment being copied has managed solutions, those will still be managed when copying it. “So, if I have a production environment with managed solutions, I don’t want to copy this over my development environment because I will end up with those managed solutions in development that I can’t edit,” Kylie explains. “This is why it’s really important to have a healthy application lifecycle management (ALM) process to ensure you’re moving your solutions from development to production, so that you have the same schema everywhere.”

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